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Cetera Advisor Networks’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Cetera Advisor Networks’s Portfolio MINO Stock Details MINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$511K Sell
11,189
-459
-4% -$20.9K ﹤0.01% 1924
2023
Q4 		$529K Buy
+11,648
New +$508K ﹤0.01% 1831

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $471M AUM 22.04% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Advisor Networks's MINO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 3.9% in Q1 2024, selling an estimated $20.9K and leaving 11,189 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Cetera Advisor Networks first reported a position in MINO in Q4 2023 and has held it in 2 quarters since. The position peaked at $529K in Q4 2023. 55 funds tracked by Wall St. Rank hold MINO as of Q1 2024.

  • Cetera Advisor Networks held 11,189 shares of PIMCO Municipal Income Opportunities Active ETF worth $511K as of Q1 2024.
  • Cetera Advisor Networks sold 459 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2024, an estimated $20.9K.
  • PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1924 holding.
  • Cetera Advisor Networks first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and has held it in 2 quarters since.
  • Cetera Advisor Networks's PIMCO Municipal Income Opportunities Active ETF position peaked at $529K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.